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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2301
Montecito Bank & Trust
Montecito Bank & Trust
California
$30.4M +$178K 5 5.4% Increased
2302
Penbrook Management
Penbrook Management
New York
$30.4M -$301K 4 18.31% Reduced
2303
CIM
CIM Investment Management
Pennsylvania
$30.4M +$104K 8 9.09% Increased
2304
Signet Financial Management
Signet Financial Management
New Jersey
$30.3M -$1.26M 11 4.59% Reduced
2305
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$30.3M +$144K 15 2.74% Increased
2306
PCMK
Paragon Capital Management (Kansas)
Kansas
$30.2M -$1.53M 3 15.22% Reduced
2307
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$30.2M -$360K 5 9.66% Reduced
2308
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$30.1M +$5.42M 4 15.55% Increased
2309
Permanens Capital
Permanens Capital
New York
$30.1M +$882K 4 4.75% Increased
2310
CFO4Life Group
CFO4Life Group
Texas
$30.1M +$491K 5 6.23% Increased
2311
Lindbrook Capital
Lindbrook Capital
California
$30.1M +$14.2M 24 4.58% Increased
2312
Americana Partners
Americana Partners
Texas
$30.1M +$290K 5 5.47% Increased
2313
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$30M +$1.05M 5 10.46% Increased
2314
Enterprise Bank & Trust
Enterprise Bank & Trust
Massachusetts
$30M -$379K 4 10.5% Reduced
2315
Regatta Capital Group
Regatta Capital Group
California
$30M +$30.2M 7 10.49% New
2316
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$30M +$598K 2 14.36% Increased
2317
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$30M +$1.32M 6 10.06% Increased
2318
PAM
Pegasus Asset Management
New York
$30M -$1.27M 6 12.28% Reduced
2319
CWM
Cordatus Wealth Management
Pennsylvania
$29.9M +$22.6M 6 8.77% Increased
2320
MFP
Michael F. Price
$29.9M $0 2 3.31% Maintained
2321
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$29.9M +$589K 7 6.19% Increased
2322
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$29.9M -$266K 7 6.16% Reduced
2323
Vienna Asset Management
Vienna Asset Management
California
$29.8M +$30.1M 9 27.08% New
2324
Good Life Advisors
Good Life Advisors
Pennsylvania
$29.8M +$574K 9 3.61% Increased
2325
Pavion Blue Capital
Pavion Blue Capital
California
$29.8M -$953K 5 17.28% Reduced